Thrive Wealth Management, LLC Incresed Positions in Q2 2025

Thrive Wealth Management, LLC

  • $609 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
289K
+ 6.05%
$22.27 - $29.21 $6.45M - $8.45M
5.08M $148M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20.5K
+ 2398.95%
$468.22 - $566.51 $9.61M - $11.6M
21.4K $12.1M
VTV
Vanguard Value ETF

ETFs
23.4K
+ 3.11%
$153.67 - $176.74 $3.59M - $4.13M
774K $137M
MUB
Ishares National Muni Bond ETF

ETFs
73.2K
+ 240.19%
$102.31 - $105.8 $7.49M - $7.74M
104K $10.8M
VB
Vanguard Small Cap ETF

ETFs
11.6K
+ 55.22%
$193.73 - $237.37 $2.25M - $2.76M
32.7K $7.74M
VUG
Vanguard Growth ETF

ETFs
1.73K
+ 5.94%
$329.49 - $438.4 $570K - $758K
30.9K $13.5M
MSFT
Microsoft Corp

Technology
69
+ 0.32%
$354.56 - $497.45 $24.5K - $34.3K
21.3K $10.6M
NVDA
Nvidia Corp

Technology
4.38K
+ 11.9%
$94.31 - $157.99 $413K - $692K
41.2K $6.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
44.5K
+ 18.52%
$23.55 - $27.67 $1.05M - $1.23M
285K $7.88M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48.9K
+ 198.41%
$22.92 - $28.05 $1.12M - $1.37M
73.6K $2.06M
VONE
Vanguard Russell 1000 ETF

ETFs
645
+ 2.07%
$225.48 - $280.86 $145K - $181K
31.7K $8.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.3K
+ 10.77%
$39.89 - $49.46 $411K - $510K
106K $5.25M
HMOP
Hartford Fds Exchange Traded T

ETFs
20.4K
+ 78.81%
$37.54 - $38.74 $765K - $789K
46.2K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
731
+ 3.69%
$167.32 - $223.3 $122K - $163K
20.5K $4.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18K
+ 17.41%
$19.1 - $23.83 $344K - $429K
121K $2.89M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.12%
$243.75 - $303.93 $5.36K - $6.69K
18.5K $5.62M
META
Meta Platforms, Inc.

Communication Services
114
+ 4.04%
$484.66 - $738.09 $55.3K - $84.1K
2.94K $2.17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.11K
+ 0.56%
$19.6 - $24.44 $21.7K - $27.1K
200K $4.88M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.13%
$498.8 - $620.9 $3.99K - $4.97K
6.31K $3.92M
NFLX
Netflix Inc

Communication Services
107
+ 17.26%
$855.86 - $1339.13 $91.6K - $143K
727 $973K
RBLX
Roblox Corp

Communication Services
34
+ 0.46%
$51.22 - $105.59 $1.74K - $3.59K
7.49K $787K
EFA
Ishares Tr Msci Eafe ETF

ETFs
628
+ 1.7%
$72.96 - $90.39 $45.8K - $56.8K
37.6K $3.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 13.11%
$90.56 - $109.49 $158K - $191K
15.1K $1.65M
PLTR
Palantir Technologies Inc.

Technology
376
+ 9.57%
$74.01 - $144.25 $27.8K - $54.2K
4.31K $586K
WFC
Wells Fargo & Company

Financial Services
1.95K
+ 18.51%
$60.98 - $80.12 $119K - $156K
12.5K $1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.2K
+ 11.82%
$24.14 - $25.43 $271K - $286K
106K $2.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
325
+ 2.41%
$152.42 - $182.82 $49.5K - $59.4K
13.8K $2.52M
EFX
Equifax Inc

Industrials
822
+ 62.89%
$205.5 - $280.54 $169K - $231K
2.13K $552K
C
Citigroup Inc

Financial Services
1.05K
+ 11.42%
$58.13 - $85.12 $60.8K - $89K
10.2K $868K
IEMG
Ishares Inc

ETFs
3.96K
+ 12.5%
N/A
35.6K $1.91M
IWF
Ishares Russell 1000 Gr ETF

ETFs
110
+ 4.22%
$320.42 - $424.58 $35.2K - $46.7K
2.72K $1.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
154
+ 12.17%
$416.06 - $551.64 $64.1K - $85K
1.42K $782K
NOW
Service Now, Inc.

Technology
68
+ 18.63%
$721.65 - $1040.18 $49.1K - $70.7K
433 $445K
DIS
Walt Disney CO

Communication Services
292
+ 7.4%
$81.72 - $124.01 $23.9K - $36.2K
4.24K $525K
BSY
Bentley Systems Inc

Technology
316
+ 4.06%
$38.62 - $53.97 $12.2K - $17.1K
8.1K $437K
ITOT
Ishares Core S&P Total U.S. St

ETFs
420
+ 8.99%
$108.12 - $135.04 $45.4K - $56.7K
5.09K $687K
CAT
Caterpillar Inc

Industrials
15
+ 0.79%
$273.94 - $388.21 $4.11K - $5.82K
1.9K $739K
IWD
Ishares Russell 1000 Val ETF

ETFs
362
+ 6.54%
$166.82 - $194.23 $60.4K - $70.3K
5.9K $1.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.22K
+ 12.8%
$24.32 - $27.87 $151K - $173K
54.9K $1.45M
ALLE
Allegion PLC

Industrials
600
+ 32.38%
$118.52 - $145.64 $71.1K - $87.4K
2.45K $353K
AXP
American Express CO

Financial Services
9
+ 0.45%
$231.39 - $318.98 $2.08K - $2.87K
2.01K $641K
WMT
Walmart Inc.

Consumer Defensive
304
+ 5.02%
$81.79 - $99.98 $24.9K - $30.4K
6.36K $622K
MCK
Mckesson Corp

Healthcare
2
+ 0.13%
$652.83 - $732.78 $1.31K - $1.47K
1.48K $1.09M
LPLA
Lpl Financial Holdings Inc.

Financial Services
56
+ 3.99%
$283.31 - $388.96 $15.9K - $21.8K
1.46K $547K
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 7.2%
$908.13 - $1056.85 $49K - $57.1K
804 $795K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
324
+ 14.95%
$103.49 - $133.44 $33.5K - $43.2K
2.49K $328K
BAC
Bank Of America Corp

Financial Services
351
+ 2.99%
$34.39 - $47.46 $12.1K - $16.7K
12.1K $572K
GD
General Dynamics Corp

Industrials
150
+ 7.49%
$247.68 - $291.66 $37.2K - $43.7K
2.15K $627K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.71K
+ 10.78%
$20.42 - $25.3 $35K - $43.3K
17.6K $445K
Activity Summary
Buys All Purchases 137 New Holdings 18 Increased Positions 119 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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